What information you can import
While you can't import all of your Fidelity or NetBenefits® information, you can import some of the most useful parts.
- For brokerage and other nonretirement accounts: Form 1099 and other cost basis information
- Individual retirement accounts (such as IRAs): Form 1099-R.
- If Fidelity processes your paycheck: W-2 information.
When to import your information
In general, you can start importing your tax information on January 29; however, we recommend waiting until you receive your official tax form as it may contain additional information or adjustments. No matter when you decide to import your information, it's important to double-check it against your official forms to help ensure accuracy.
How to import more than 250 transactions
If you have more than 250 transactions, try using the desktop or CD version of TurboTax. While there's no limit to the number of transactions you can import using the online version, you may experience technical glitches if you attempt to import more than 250 transactions.
In addition, each entry field has a limit of nine characters. This includes commas. In both the online and desktop versions of the software, the largest accepted number is 9,999,999 (seven digits and two commas).